Record a Person Record

In Ohio SACWIS, the details about a person are managed outside of the intake, case, or provider record in which the person is included. Information about employees is also captured in a person record. A person record is created and linked to other records. Details about the person are required to be recorded in their person record based on the person's role in SACWIS. The system requires you to search the Ohio SACWIS database before you can create a new person record to make sure that a record does not already exist. You can add a new person record only if you conduct a search from within an intake, case, provider, or staff record. When you initiate a search for a person record, the system searches the entire Ohio SACWIS database, statewide, for the person's name and other information that you enter as search criteria.  


See About Person Profiles for more information. Only workers assigned to the case or resource with which the person is associated are able to edit, or update person information. Contact your supervisor if you discover duplicate person profiles.

Process Overview  

Conduct a Person Search. If you do not see the person for whom you are searching, or no results are returned, follow these steps to create a new person record:

  1. Click the Create New Person button. The Basic tab in the person profile appears.

The information entered on the Person Search Criteria screen populates on the Basic tab, in the Person Information table. The system generates a Person ID which displays under person Profile tabs. The system requires only you enter the person's name to save the record. You must save the person record before you can enter the person's address, or contact information.     

  1. Click the Save button to create the new person record. You are returned to the Person Overview screen.

  2. Record a Person Profile.

  3. Record an Education Profile.

  4. Record a Medical Profile

  5. Record Military Information

  6. Record Background Information

  7. Record Delinquency Information

  8. View a Person's SACWIS History

  9. Click Close and you are returned to the screen for which you conducted the person search.

  10. Click Next Task below for steps to record Person Profile information.